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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

829 hedge funds and large institutions have $9.73B invested in Vanguard Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 347 increasing their positions, 170 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+121
Holders Change %
+17.09%
% of All Funds
12.8%
Holding in Top 10
55
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+25%
% of All Funds
0.85%
New
172
Increased
347
Reduced
170
Closed
39
Calls
$8.3M
Puts
$902K
Net Calls
+$7.4M
Net Calls Change
+$4.8M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$42.8M
2
PPW
Parcion Private Wealth
Washington
+$42.8M
3
Bank of America
Bank of America
North Carolina
+$28M
4
AssetMark Inc
AssetMark Inc
California
+$24.7M
5
CG
Colony Group
Massachusetts
+$22.5M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$68M
2
PAG
Private Advisor Group
New Jersey
-$25.7M
3
BCM
Brookstone Capital Management
Illinois
-$8.55M
4
CAG
Compass Advisory Group
New York
-$6.13M
5
IFA
Interactive Financial Advisors
Illinois
-$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$3.92M +$51.3K +341 +1%
FCI
202
Financial Counselors Inc
Kansas
$3.82M +$333K +2,218 +10%
OPWM
203
Oxinas Partners Wealth Management
Indiana
$3.76M +$435K +2,891 +13%
SB
204
Simmons Bank
Arkansas
$3.72M -$792K -5,270 -18%
FTS
205
Fifth Third Securities
Ohio
$3.68M -$15.8K -105 -0.4%
CSWM
206
Cassady Schiller Wealth Management
Ohio
$3.65M +$3.65M +24,274 New
CS
207
Comerica Securities
Michigan
$3.56M +$302K +2,009 +9%
HWM
208
HB Wealth Management
Georgia
$3.52M +$3.52M +23,441 New
CTC
209
Central Trust Company
Missouri
$3.48M +$3.24M +21,586 +1,392%
UCFA
210
United Capital Financial Advisors
Texas
$3.42M +$24.7K +164 +0.7%
Citigroup
211
Citigroup
New York
$3.34M +$40.6K +270 +1%
SFM
212
Signet Financial Management
New Jersey
$3.17M -$209K -1,390 -6%
AG
213
Ascent Group
Virginia
$3.14M +$3.14M +21,797 New
WLIM
214
White Lighthouse Investment Management
Massachusetts
$3.11M +$88.7K +590 +3%
AWM
215
Accel Wealth Management
Iowa
$3.11M +$599K +3,983 +24%
MCA
216
MSH Capital Advisors
Arizona
$3.11M +$3.11M +20,681 New
NFG
217
Next Financial Group
Texas
$3.07M +$323K +2,146 +12%
MWM
218
Maltin Wealth Management
New Jersey
$3.06M +$319K +2,121 +12%
MA
219
MUFG Americas
New York
$3.05M -$176K -1,172 -5%
MIS
220
Morningstar Investment Services
Illinois
$3.02M -$5.38M -35,796 -64%
SW
221
SkyOak Wealth
Michigan
$3.02M +$392K +2,608 +15%
TPCW
222
TD Private Client Wealth
New York
$2.98M -$21.6K -144 -0.7%
VWM
223
Valley Wealth Managers
New Jersey
$2.96M +$61.2K +407 +2%
MA
224
MAS Advisors
Florida
$2.91M +$2.91M +19,380 New
DE
225
Day & Ennis
Georgia
$2.89M -$8.42K -56 -0.3%
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